VICOR CORP
Vicor Corp (VICR) shares fell 12.9% to $191.50 on October 16, 2026. GF Value™ estimates fair value at $72.20, indicating a 165.2% overvaluation. Insiders sold $424.1M worth of stock over the past year. The company has a GF Score™ of 81/100, with strong growth but weak valuation. P/E ratio is 61.5x, below its 5-year median of 74.0x.
Vicor Corp (VICR) shares fell 12% on October 15, 2026, due to concerns over rising AI infrastructure financing costs. The stock is deemed overvalued by GuruFocus, trading at $218.67 vs. a GF Value of $72.10. Vicor has a strong GF Score of 81, but insiders sold $424.1M in shares over the past year.
Vicor (VICR) is set to release Q3 2026 earnings on Oct. 20, with raised revenue growth guidance to over 30%. The Zacks Consensus Estimate for Q3 revenue is $187.20M, up 69.53% YoY, and earnings are estimated at $1.39 per share, up 95.77% YoY. The company's performance is expected to benefit from strong demand in Advanced Products, AI infrastructure, and expanded manufacturing capacity. Vicor's shares have surged 123.8% YTD, outperforming its sector and competitors.
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning VICR (VICOR CORP). Coverage has skewed bullish: 4 bullish, 3 neutral, and 3 bearish.
Recent VICR coverage spans financial news, market movers and earnings.
In the last 30 days, VICR insiders filed 35 SEC Form 4 transactions — no purchases and 35 sales ($13.5M). The most active reporter was VINCIARELLI PATRIZIO, Chairman & CEO, with 24 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Overvaluation perception and heavy insider selling suggest downward pressure on the stock.
Near-term downside bias as the market reprices AI-infrastructure financing risk and valuation risk for Vicor’s modular power exposure.
Guidance lift tied to royalty growth and AI/HPC demand increases the odds of an upside earnings reaction versus consensus.
Target price cut suggests reduced upside expectations.
Pre‑earnings estimate may set expectations; actual results could move the stock.
AlphAI scores every news story that mentions VICR with an AI model for sentiment and relevance, and aggregates insider trades from VICOR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Vicor Corp (VICR) shares fell 12.9% to $191.50 on October 16, 2026. GF Value™ estimates fair value at $72.20, indicating a 165.2% overvaluation. Insiders sold $424.1M worth of stock over the past year. The company has a GF Score™ of 81/100, with strong growth but weak valuation. P/E ratio is 61.5x, below its 5-year median of 74.0x.
2 min readVicor Corp (VICR) shares fell 12% on October 15, 2026, due to concerns over rising AI infrastructure financing costs. The stock is deemed overvalued by GuruFocus, trading at $218.67 vs. a GF Value of $72.10. Vicor has a strong GF Score of 81, but insiders sold $424.1M in shares over the past year.
5 min readVicor (VICR) is set to release Q3 2026 earnings on Oct. 20, with raised revenue growth guidance to over 30%. The Zacks Consensus Estimate for Q3 revenue is $187.20M, up 69.53% YoY, and earnings are estimated at $1.39 per share, up 95.77% YoY. The company's performance is expected to benefit from strong demand in Advanced Products, AI infrastructure, and expanded manufacturing capacity. Vicor's shares have surged 123.8% YTD, outperforming its sector and competitors.
6 min readArgus lowered its price target for Vicor Corporation (VICR) to $318.00. The company produces modular power components and systems. This update is part of a series of target price adjustments by Argus for multiple firms.
1 min readVicor Corporation (VICR) is scheduled to release Q3'26 earnings on October 20. Analysts expect revenue of 187.03M USD and EPS of 1.32 USD. The announcement is set for 7:00 AM ET.
1 min readVicor Corp (VICR) VP Philip Davies sold $971,882 in company stock and acquired 3,072 shares via option exercise. Vicor raised Q3 2026 revenue guidance to over 20% growth, citing an AI licensing deal. Needham raised its price target to $350 with a Buy rating. The company plans to build two new semiconductor fabs in New Hampshire.
3 min readVicor, a US power module manufacturer, filed a new patent dispute case (337-TA-1526) with the US ITC, targeting 20 respondents, including major AI server supply chain companies. The case involves Vicor's VPD technology, which reduces power loss and heat dissipation. Vicor has previously won a similar case and is currently in another. Vicor's Q2 patent licensing revenue tripled year-over-year to $30.4M, and it has raised its Q3 revenue guidance twice.
3 min readVicor Corporation (VICR) fell 7.2% today, likely due to profit-taking after a recent rally and insider sales. The company raised Q3 2026 revenue guidance to over 30% on Sept. 30, citing increased royalties. Earnings are due Oct. 20. Insiders, including the CEO and CFO, sold shares recently. Analysts' price targets range from $375 to $450.
5 min readVicor (VICR) has seen a 449.1% return over the past year, driven by higher royalty expectations. The company raised its Q3 revenue growth outlook, but its P/E ratio of 89.8x is significantly higher than industry and peer averages. Analysts debate whether earnings can justify the current valuation, with some narratives suggesting the stock is undervalued by 28%.
2 min readVicor Corp. shares fell 6.1% to $281.10 on Wednesday, part of a broader sector selloff. Peers like NXT and GNRC also declined, with no company-specific catalysts identified. Vicor's market cap is now $12.8 billion, and analysts remain optimistic with recent price target increases.
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